13F 机构持仓

Strengthening Families & Communities, LLC

BOSTON MA · SEC CIK 0001921196

2026Q22026Q1 更早 9 个季度 🔒
$4.50亿2026Q2 申报市值
844持仓数
27.3%前十大占比 · 第一大 3.6%
243 / 25新建仓 / 清仓
申报市值走势$4.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.6%
SPUS 3.4%
NVDA 3.2%
VGT 3.1%
FHLC 2.7%
QQQ 2.6%
VCR 2.5%
VAW 2.2%
VIS 2.1%
MRVL 2.1%

2026Q2 买入最多 按季末市值估算

VRT 新建仓+$281.99万
INTU 加仓+$201.02万
RKLB 新建仓+$174.36万
SPCX 新建仓+$100.21万
MRK 加仓+$21.42万

2026Q2 卖出最多 按季末市值估算

DAL 减仓-$437.01万
JONES LANG LASAL 清仓-$346.68万
SIEGY 清仓-$248.96万
GWW 减仓-$224.36万
GS 重新持有-$101.04万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
RGTI RIGETTI COMPUTING INC $1.78万0.00%921 00.0% — 不变
PHM PULTEGROUP INC $1.74万0.00%127 10.8% $137 加仓
— FIRST TR EXHCANGE TRADED FD VI $1.72万0.00%268 20.8% $129 加仓
BOOT BOOT BARN HOLDINGS INC $1.71万0.00%104 88.3% $1,314 加仓
NIO NIO INC $1.70万0.00%3,356 00.0% — 不变
EEM ISHARES MSCI EMERGING MARKETS $1.67万0.00%245 20.8% $137 加仓
JBHT JB HUNT TRANSPORT SERVICES INC $1.67万0.00%58 35.5% $862 加仓
MHO MI HOMES INC $1.66万0.00%103 00.0% — 不变
PULS PGIM ETF TRUST $1.65万0.00%332 332— $1.65万 新建仓
GBTC GRAYSCALE BITCOIN TRUST ETF $1.64万0.00%361 00.0% — 不变
DDOG DATADOG INC $1.64万0.00%63 35.0% $781 加仓
XLU SELECT SECTOR SPDR TRUST $1.63万0.00%360 20.6% $91 加仓
GGN GAMCO GLOBAL GOLD NATURAL $1.62万0.00%3,355 581.8% $281 加仓
MTZ MASTEC INC $1.62万0.00%39 38.3% $1,248 加仓
A AGILENT TECHNOLOGIES INC $1.59万0.00%119 00.0% — 不变
REGN REGENERON PHARMACEUTICALS INC $1.57万0.00%25 14.2% $629 加仓
NVS NOVARTIS AG $1.57万0.00%100 00.0% — 不变
TEL TE CONNECTIVITY PLC $1.57万0.00%78 -4-4.9% -$803 减仓
OHI OMEGA HEALTHCARE INVESTORS INC $1.55万0.00%326 51.6% $238 加仓
SBGSY SCHNEIDER ELECTRIC SE $1.55万0.00%237 00.0% — 不变
SO SOUTHERN CO $1.54万0.00%161 106.6% $955 加仓
PSX PHILLIPS 66 $1.53万0.00%90 1418.4% $2,374 加仓
NET CLOUDFLARE INC $1.52万0.00%62 00.0% — 不变
MTH MERITAGE HOMES CORPORATION $1.49万0.00%178 10.6% $84 加仓
VLTO VERALTO CORPORATION $1.45万0.00%164 00.0% — 不变
EWZ ISHARES INC $1.44万0.00%418 41.0% $138 加仓
VMC VULCAN MATERIALS CO $1.43万0.00%49 2175.0% $6,150 加仓
CNQ CANADIAN NATURAL RESOURCES $1.42万0.00%360 41.1% $158 加仓
SU SUNCOR ENERGY INC $1.39万0.00%259 20.8% $108 加仓
— ISHARES TRUST $1.39万0.00%773 253.3% $450 加仓
AME AMETEK INC NEW $1.38万0.00%57 23.6% $484 加仓
AA ALCOA CORPORATION $1.37万0.00%263 10.4% $52 加仓
VGIT VANGUARD SCOTTSDALE FUNDS $1.37万0.00%232 20.9% $118 加仓
DVN DEVON ENERGY CORPORATION NEW $1.36万0.00%329 -1-0.3% -$41 减仓
KGC KINROSS GOLD CORP $1.35万0.00%572 00.0% — 不变
KSA ISHARES TRUST $1.34万0.00%360 61.7% $224 加仓
VWO VANGUARD FTSE EMERGING MARKETS $1.32万0.00%221 00.0% — 不变
— HEIDELBERG MATERIALS AG $1.32万0.00%345 00.0% — 不变
WELL WELLTOWER INC $1.32万0.00%58 52866.7% $1.18万 重新持有
— INVESCO EXCHANGE TRADED FD TR $1.32万0.00%550 61.1% $144 加仓
JPLD J P MORGAN EXCHANGE TRADED FD $1.31万0.00%251 251— $1.31万 新建仓
TAK TAKEDA PHARMACEUTICAL $1.31万0.00%814 00.0% — 不变
AEM AGNICO EAGLE MINES LIMITED $1.30万0.00%84 00.0% — 不变
DAN DANA INCORPORATED $1.30万0.00%479 20.4% $54 加仓
EXK ENDEAVOUR SILVER CORP $1.29万0.00%1,563 00.0% — 不变
FENY FIDELITY MSCI ENERGY INDEX $1.29万0.00%436 30.7% $89 加仓
STX SEAGATE TECHNOLOGY HOLDINGS $1.27万0.00%13 18.3% $976 加仓
— TAYLOR MORRISON HOME $1.26万0.00%176 00.0% — 不变
URI UNITED RENTALS INC $1.26万0.00%11 110.0% $1,145 加仓
LOW LOWES COMPANIES INC $1.25万0.00%57 1021.3% $2,201 加仓
QUBT QUANTUM COMPUTING INC $1.25万0.00%1,291 00.0% — 不变
VFH VANGUARD SECTOR INDEX FDS $1.22万0.00%92 00.0% — 不变
CGNX COGNEX CORP $1.22万0.00%168 00.0% — 不变
IWM ISHARES RUSSELL 2000 ETF $1.21万0.00%40 00.0% — 不变
CDNS CADENCE DESIGN SYSTEMS INC $1.20万0.00%32 1152.4% $4,128 加仓
UTHR UNITED THERAPEUTICS CORP DEL $1.19万0.00%22 00.0% — 不变
HIMS HIMS & HERS HEALTH INC $1.18万0.00%341 301752.5% $1.04万 加仓
— INVESCO EXCHANGE TRADED FD TR $1.16万0.00%104 00.0% — 不变
CACI CACI INTERNATIONAL INC-CL A $1.16万0.00%25 00.0% — 不变
ARCB ARCBEST CORPORATION $1.15万0.00%80 00.0% — 不变
NASA TEMA ETF TRUST $1.15万0.00%378 378— $1.15万 新建仓
SBUX STARBUCKS CORP $1.14万0.00%112 -40-26.3% -$4,088 减仓
ASYS AMTECH SYSTEMS INC $1.13万0.00%490 00.0% — 不变
SRE SEMPRA $1.12万0.00%121 1413.1% $1,299 加仓
AAL AMERICAN AIRLINES GROUP INC $1.10万0.00%610 00.0% — 不变
ADM ARCHER-DANIELS-MIDLAND CO $1.10万0.00%144 4444.0% $3,350 加仓
WDC WESTERN DIGITAL CORP $1.09万0.00%17 17— $1.09万 新建仓
ENTG ENTEGRIS INC $1.08万0.00%60 1225.0% $2,161 加仓
BBCA J P MORGAN EXCHANGE TRADED FD $1.08万0.00%108 108— $1.08万 新建仓
EOG EOG RES INC $1.07万0.00%83 1522.1% $1,940 加仓
XME SPDR SER TR $1.07万0.00%100 00.0% — 不变
BBY BEST BUY COMPANY INC $1.07万0.00%141 2420.5% $1,820 加仓
HXL HEXCEL CORP NEW $1.07万0.00%107 1010.3% $997 加仓
SHEL SHELL PLC $1.05万0.00%135 21.5% $155 加仓
EAT BRINKER INTERNATIONAL INC $1.04万0.00%62 00.0% — 不变
KVYO KLAVIYO INC $1.03万0.00%680 00.0% — 不变
BABA ALIBABA GROUP HOLDING LTD $1.02万0.00%106 1415.2% $1,343 加仓
AIZ ASSURANT INC $1.01万0.00%38 00.0% — 不变
WM WASTE MANAGEMENT INC DEL $9,9860.00%45 -22-32.8% -$4,882 减仓
HRI HERC HOLDINGS INC $9,8880.00%69 00.0% — 不变
ITW ILLINOIS TOOL WORKS INC $9,8520.00%36 1463.6% $3,831 加仓
ORCL ORACLE CORPORATION $9,8220.00%67 -140-67.6% -$2.05万 减仓
SAP SAP SE $9,5790.00%62 11.6% $154 加仓
EXC EXELON CORPORATION $9,5220.00%204 126.2% $560 加仓
EQIX EQUINIX INC $9,4210.00%9 8800.0% $8,374 重新持有
KVUE KENVUE INC $9,4140.00%493 296.2% $554 加仓
BKR BAKER HUGHES COMPANY $9,3680.00%169 1811.9% $998 加仓
ZS ZSCALER INC $9,3160.00%66 1529.4% $2,117 加仓
BITB BITWISE BITCOIN ETF $9,3030.00%292 00.0% — 不变
XAODX ABRDN TOTAL DYNAMIC DIVIDEND $9,1140.00%884 263.0% $268 加仓
VGSH VANGUARD SCOTTSDALE FUNDS $9,0210.00%155 155— $9,021 新建仓
— BITWISE 10 CRYPTO INDEX ETF $9,0190.00%240 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $8,9560.00%99 1112.5% $995 加仓
KMB KIMBERLY CLARK CORPORATION $8,9020.00%81 1420.9% $1,539 加仓
MAN MANPOWERGROUP $8,6690.00%257 52.0% $169 加仓
UNP UNION PACIFIC CORP $8,6190.00%32 623.1% $1,616 加仓
VEA VANGUARD FTSE DEVELOPED $8,6080.00%121 10.8% $71 加仓
— LONZA GROUP AG ZUERICH $8,5260.00%126 00.0% — 不变
IEX IDEX CORP $8,5090.00%37 00.0% — 不变
IP INTERNATIONAL PAPER CO $8,4290.00%221 20.9% $76 加仓